| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Grey Fox Wealth Advisors, LLC | 0.85% | 0.35% | #1 | $5.6M | 146,420 | $1.8M | 125,433 | +20,987+16.73% | Add | |
| CARRET ASSET MANAGEMENT, LLC | 0.05% | 0.05% | #2 | $530,004 | 13,838 | $474,513 | 13,838 | 00.00% | Unchanged | |
| Oakworth Capital, Inc. | 0.01% | 0.01% | #3 | $123,212 | 3,237 | $111,007 | 3,237 | 00.00% | Unchanged |